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QuickBooks Guides

We’re here to help our members enjoy the best possible experience when using Quicken, Quickbooks, and other Intuit programs with UCCU’s online and mobile banking.  

Just click any topic below to find the information you’re looking for.

+ QuickBooks Online Edition

Step 1: Match Downloaded Transactions

  • If new transactions were received from your connections, accept all new transactions on the Transactions > Banking page. Simply check off all the New/Matched transactions and click Batch Action to “Accept Selected”.
  • If you need assistance matching transactions, choose Help menu > Search for Matching Transactions and follow the instructions.

Step 2: Deactivate Your Account(s) at UCCU

  • Choose Transactions > Banking.
  • Click on the account you’d like to disconnect, then click the Pencil icon.
  • Click on Edit Account Info.
  • Check the box next to Disconnect this account on save.
  • Click Save.
  • Repeat steps for each account at UCCU.

Step 3: Re-activate Your Account(s) at UCCU

  • Choose Transactions > Banking.
  • In the upper right corner, click Add Account.
  • Enter Utah Community Credit Union, and click Find.
  • Type your User ID and Password. Click Log in.
  • Ensure you associate the accounts for UCCU to the appropriate account already listed under QuickBooks Accounts. You will want to select the matching accounts in the drop-down menu.

If you need further assistance with this issue, please contact Intuit directly at 1 (800) 446-8848.

+ QuickBooks for Windows

Step 1: Match Downloaded Transactions

  • If new transactions were received from your connections, accept all new transactions on the Transactions > Banking page. Simply check off all the New/Matched transactions and click Batch Action to “Accept Selected”.
  • If you need assistance matching transactions, choose Help menu > Search for Matching Transactions and follow the instructions.

Step 2: Deactivate Your Account(s) at UCCU

  • Create a backup of your QuickBooks accounts and update
    • Back up your data file. For instructions to back up your data file, choose Help Menu > QuickBooks Help. Search for Back Up and follow the instructions
    • Download the latest Quickbooks update. For instructions to download an update, choose Help Menu > Quickbooks Help. Search for Update QuickBooks, then select Update Quickbooks and follow the instructions
  • Deactivate each UCCU account
    • Choose Lists Menu > Chart of Accounts
    • Click on the account you’d like to disconnect
    • Choose Edit Menu > Edit Account
    • Click on the Bank Feed Settings tab in the Edit Account window
    • Select Deactivate All Online Services and click Save & Close
    • Click OK for any dialog boxes that may appear with the deactivation
    • Repeat steps for each account at UCCU

Step 3: Import Transactions from UCCU

  • Download an account history from UCCU Online Banking
    • Navigate to UCCU.com through your browser
    • Enter your Login ID and click Login
    • Enter your password and click Submit
    • Select the account tile for the account you would like to download transactions for Quickbooks
    • Click Filters to edit the date range for transactions
    • Click the dropdown button for Time Period and click on Custom Date
    • Enter date range for desired transactions
    • Click Apply Filters
    • Click the Download button (looks like an arrow pointing down)
    • Select Quickbooks (qbo) as the download type
    • Save the file where you can find it if you have the option, or find where the file was saved so you can access it in later steps (If importing several account histories, edit the file names to correspond with the account)
  • Import file into QuickBooks
    • Click File
    • Click Import
    • Select Web Connect File
    • Select the previously saved .qbo file
    • Click Link to Existing Account and select the existing account name in the dropdown menu that follows
    • Click Continue

If you need further assistance with this issue, please contact Intuit directly at 1 (800) 446-8848.

+ QuickBooks for Mac

Step 1: Match Downloaded Transactions

  • If new transactions were received from your connections, accept all new transactions on the Transactions > Banking page. Simply check off all the New/Matched transactions and click Batch Action to “Accept Selected”.
  • If you need assistance matching transactions, choose Help Menu > Search for Matching Transactions and follow the instructions.

Step 2: Deactivate Your Account(s) at UCCU

  • Create a backup of your QuickBooks accounts and update
    • Back up your data file. For instructions to back up your data file, choose Help Menu > QuickBooks Help. Search for Back Up and follow the instructions
    • Download the latest Quickbooks update. For instructions to download an update, choose Help Menu > Quickbooks Help. Search for Update QuickBooks, then select Update Quickbooks and follow the instructions
  • Deactivate each UCCU account
    • Choose Lists Menu > Chart of Accounts
    • Click on the account you’d like to disconnect
    • Choose Edit Menu > Edit Account
    • Click on the Bank Feed Settings tab in the Edit Account window
    • Select Deactivate All Online Services and click Save & Close
    • Click OK for any dialog boxes that may appear with the deactivation
    • Repeat steps for each account at UCCU

Step 3: Import Transactions from UCCU

  • Download an account history from UCCU Online Banking
    • Navigate to UCCU.com through your browser
    • Enter your Login ID and click Login
    • Enter your password and click Submit
    • Select the account tile for the account you would like to download transactions for Quickbooks
    • Click Filters to edit the date range for transactions
    • Click the dropdown button for Time Period and click on Custom Date
    • Enter date range for desired transactions
    • Click Apply Filters
    • Click the Download button (looks like an arrow pointing down)
    • Select Quickbooks (qbo) as the download type
    • Save the file where you can find it if you have the option, or find where the file was saved so you can access it in later steps (If importing several account histories, edit the file names to correspond with accounts.)
  • Import file into QuickBooks
    • Click File
    • Click Import
    • Select Web Connect File
    • Select the previously saved .qbo file
    • Click Link to Existing Account and select the existing account name in the dropdown menu that follows
    • Click Continue

If you need further assistance with this issue, please contact Intuit directly at 1 (800) 446-8848.

+ QuickBooks FAQ

What happened to Direct Connect?

For the safety and security of our member’s accounts, UCCU Online Banking no longer supports Direct Connect.

I am getting an error code OL 222 when attempting to upload a .qbo file of transactions from my bank.

You will need to identify if this is a damaged account or an issue with the download or import format. Use the following link to help troubleshoot the error code.
https://quickbooks.intuit.com/learn-support/en-us/bank-feeds/error-ol-222-after-downloading-a-web-connect-file-from-an/00/186883#

My computer doesn’t seem to recognize the file type when I download my transactions as a Quickbooks (qbo) file.

Please try downloading the file from a different web browser. Some members have experienced problems downloading Quickbooks (qbo) files from Safari.

I’m seeing duplicate transactions in my register after completing the deactivation/reactivation steps. How do I remove the duplicates?

If the transactions have not been accepted to the register, they can be deleted one by one prior to accepting.
If the transactions have already been accepted to the register, they can be deleted one by one, or multiple transactions can be deleted at one time. If there are too many transactions to delete, or the steps to delete multiple transactions is difficult for the customer; restore a backup file. (Important: If the backup was not made right before following the conversion instructions, do not restore one and manually delete the transactions.)

I’m seeing duplicate accounts after completing the deactivation/reactivation steps. How do I remove the duplicates?

First, confirm all accounts have been deactivated including inactive QuickBooks accounts. If they are, remove/delete downloaded transactions that do not match the register in the Online Banking Center from the incorrect account. Then repeat the reactivation steps

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